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Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Posted on: March 14th, 2018
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. ...

How Estate Planning Can Help You Dream About Your Future

Posted on: March 12th, 2018
A dream without a plan is simply a wish. Estate planning is not just about death and taxes -- it puts you in the driver’s seat of your financial life, allowing you to set achievable goals....

What Happens to Your Student Loan Debt When You Die?

Posted on: March 7th, 2018
So what happens to your student loan debt when you die? Below are the different types of loans and what happens to the debt in the event the borrower passes away. Although it may not be a pleasant topic, it is imperative that you consider your debt as you work on your financial and estate plans....

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

Posted on: February 14th, 2018
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family....

Who should I pick to be successor trustee?

Posted on: February 8th, 2018
When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job....

What do successor trustees and executors do?

Posted on: February 6th, 2018
You have the option of having more than one trustee or executor. It is better to name a sequence of trustees or executors rather than joint ones....
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